SBK Financial’s iShares Russell 1000 Value ETF IWD Stock Holding History

SBK Financial’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$350K	Hold	1,411	–	–	0.17%	64
2026 Q2	$342K	Hold	1,411	–	–	0.23%	66
2026 Q1	$302K	Buy	+1,411	New	+$309K	0.26%	67
2022 Q4	$273K	Hold	1,801	–	–	0.43%	56
2022 Q3	$245K	Hold	1,801	–	–	0.38%	57
2022 Q2	$261K	Hold	1,801	–	–	0.34%	59
2022 Q1	$299K	Hold	1,801	–	–	0.3%	58
2021 Q4	$302K	Buy	+1,801	New	+$295K	0.24%	62

Other funds holding IWD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.8B AUM 20.98% 1-Year Est. Return

SBK Financial's IWD Position: Q3 2026 in Review

SBK Financial held its iShares Russell 1000 Value ETF (IWD) position steady in Q3 2026 at 1,411 shares worth $350K. The position accounts for 0.17% of the portfolio, ranked #64.

SBK Financial first reported a position in IWD in Q4 2021 and has held it in 8 quarters since. 1,784 funds tracked by Wall St. Rank hold IWD as of Q3 2026.

SBK Financial held 1,411 shares of iShares Russell 1000 Value ETF worth $350K as of Q3 2026.
SBK Financial left its iShares Russell 1000 Value ETF share count unchanged in Q3 2026.
iShares Russell 1000 Value ETF made up 0.17% of SBK Financial's portfolio in Q3 2026, its #64 holding.
SBK Financial first reported a position in iShares Russell 1000 Value ETF in Q4 2021 and has held it in 8 quarters since.
1,784 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q3 2026.

Based on SBK Financial's 13F filing for Q3 2026, filed 2 Nov 2026.